Submit a question to be answered on The Investor Coaching Show
Note: Depending on the volume and types of questions, we may not be able to answer yours.
After the banking sector took an unfortunate spotlight in our nation over the weekend, Paul appears on WTN to explain the banking crisis, how it happened, how it’s being covered, and most importantly to start to answer the question, “Can we trust the American banking system with our money?”
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Usually The Investor Coaching Show covers topics about investing and planning for a time in your life when you come to the end of your career. In this two-part episode, Paul wants to talk about starting, growing, and succeeding as a small business. Paul invites former Sony executive and business professor Dean Diehl onto the show to talk about his new book Crawl, Walk, Run. Listen along as the two talk about how small business owners can safely test small business ideas, transition into full-time work that meets the real needs of their community, and become profitable and successful for the long-haul.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul shares a clip about corporate landlords negatively affecting real estate markets and the disastrous effects this can have on tenants and real estate investors. Listen along as Paul shares just how harmful real estate investing can be when it gets out of control. Later in the episode, Paul talks about investors falling over Tesla stock again and why stock picking and emotional investing never seems to go away.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week Paul works with an investor to help them understand why the performance of the S&P 500 over the last five years is not directly related to a safe income in retirement. Listen along as Paul explains the sequence of returns risk and how investors can have a safer retirement income through diversification. Later in the episode, Paul talks about “making a lock box” for social security and the new bill called the Social Security and Medical Lock-Box Act.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
The battle around ESG products is heating up. It centers around whether or not the products can be in the best interest of investors planning for retirement and how the products fit into the larger American conversation around climate change, energy use, and capitalism. Last week, the Senate voted to overturn a Labor Department rule allowing ESG products in 401(k)s, and Biden vows to veto. Listen as Paul and Anne share about why they believe ESG products serve neither the companies nor investors. Later in the episode, Paul and Anne talk about advocating for yourself as the lower earner in a divorce and a workshop Anne is hosting next month for women about women and wealth.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
At some point in your life, you’ll likely hear that either someone is wealthy because they’re smart or that someone is struggling with money because they lack intelligence. A listener sends Paul an article that looks at income and intelligence of CEOs. Paul explains why intelligence is diverse and hard to measure and shares the skills that most people agree make you more effective and successful in the workplace.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul and Anne talk about some recent red flags for Apple, who turned into a tech behemoth by putting out new and innovative products but is now saturating the market with its yearly releases of similar products. Can Apple keep being a tech disruptor? Paul comments on how many American investors’ portfolios are likely overweighted in companies like Apple and why you don’t want to stake your financial future on continued success for just a few companies.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
One reason that products like annuities are still being sold to investors is that advisors are being given large financial incentives for selling them. Ira shares two different mass emails he received this week from companies that are trying to help him as an advisor sell annuities or other commision-based products. Listen along as the Paul Winkler team talks about why commission-based products give advisors the wrong incentive and could put them at odds with their fiduciary responsibilities. Later in the episode, Jim finds many investors are being convinced that investing is gambling. Today, he brings an article called “Investing, Done Correctly, Is Not Gambling” to sort out some of the misinformation.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week Paul got some push back from a listener about saying that gold isn’t an investment and has had practically no return in the last 40 years. Paul takes a minute to address what he said about gold and explains what investors need to know about investing in commodities like gold and how it clashes with the investment philosophy of PWI. Later in the episode, Paul talks about an old workshop about investor fears and how fear can lead to decreased purpose around life and money.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
As time and technology changes, so does the way we interact with markets. Paul finds an article called “Growth of index investing is no threat to market efficiency, study says” and wants to explain to investors what index investing is, what an efficient market is, and why index investing is foundational to investing principles. Later in the episode, Paul shares a timely comment about inflation from the St. Louis FED chair.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
